
• Reported GAAP EPS of $1.56 up 8.33% YoY • Reported revenue of $1.81B up 19.87% YoY • Paychex anticipates interest on funds held for clients to be in the range of $200M to $210M for fiscal 2026, with all other aspects of its prior outlook remaining consistent.
Bullish
Paychex achieved strong double-digit revenue growth to $1.8B, driven by strategic acquisitions and effective execution. The company also continues to invest in AI innovation for its HCM leadership.
Bearish
Total expenses for Paychex increased 24% due to acquisition-related costs, leading to a decrease in operating margin, while technology and cybersecurity risks also pose challenges.